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Posts Tagged ‘document management in CRM’

Document Flow Automation for Microsoft Dynamics 365

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]

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Dynamics PDF-Docs for CRM 2016 Word Templates

Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments. Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow […]

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The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !

Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and similar. With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Dynamics PDF-Docs is an upgrade on our […]

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Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and […]

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How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick […]

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CRM and SharePoint Working Together to Manage Your Information

Using the built-in integration of Microsoft Dynamics® CRM and SharePoint Server document management can be a cinch.  With a little planning you can better manage documents associated with your customer relationship management (CRM) records. Microsoft Dynamics CRM is a powerful way to streamline marketing efforts, generate sales, and deliver unsurpassed customer service.  Add SharePoint Server […]

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Updated: Dynamics CRM 2011 and SharePoint 2010 – A Match Made in Document Management Heaven

The integration of SharePoint and Microsoft Dynamics CRM 2011 was arguably one of the most important features to be added to Microsoft’s CRM offering in recent memory.  It made the jobs of many Dynamics CRM users a great deal easier.  With this upgrade it became possible to access and edit all the information related to […]

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Document Management and Storage in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 offers significant new and enhanced features that can increase effectiveness and productivity in your organization. This article will highlight Contextual Document Management. Microsoft Dynamics CRM 2011 provides a way to share and collaborate on documents in Dynamics CRM using the document repository capabilities of SharePoint Server 2010. Microsoft Dynamics CRM has […]

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How Microsoft Dynamics CRM 2011’s Built-In SharePoint Integration is Delivering Major Business Value

One of the key features included in the release of Microsoft Dynamics CRM 2011 is built-in integration with SharePoint. Now that the latest version of Microsoft Dynamics CRM has been around for a few months, more and more businesses are starting to realise the power, potential, and value of this powerful new feature.   What is […]

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